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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
West Oak Capital
Westlake Village,
California
| USD 252 M | -USD 3.16 M | -1% | 7.89% | 110% | 322 | 18.01% | 7.1 |
|
| 5327 |
5327
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 252 M | +USD 23.3 M | +10% | 6.04% | 55.5% | 65 | 15.38% | 1.8 |
|
| 5328 |
5328
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 252 M | +USD 10.2 M | +4% | 4.6% | 62.3% | 82 | 0% | 1.8 |
|
| 5329 |
OIA
5329
Optimum Investment Advisors
Chicago,
Illinois
| USD 252 M | +USD 21.8 M | +9% | 11.4% | 125% | 631 | 5.55% | 6.5 |
|
| 5330 |
5330
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 252 M | +USD 23 M | +10% | 15.9% | 89.9% | 78 | 6.41% | 5.5 |
|
| 5331 |
5331
Landmark Wealth Management (New York)
Melville,
New York
| USD 252 M | +USD 17 M | +7% | 4.76% | 42.7% | 89 | 6.74% | 1.9 |
|
| 5332 |
5332
Decatur Capital Management
Decatur,
Georgia
| USD 252 M | +USD 23.5 M | +10% | 14.1% | 155% | 43 | 18.6% | 4.3 |
|
| 5333 |
5333
Fedenia Advisers
Madison,
Wisconsin
| USD 252 M | +USD 40.2 M | +19% | 14.2% | – | 186 | 37.63% | 0.4 |
|
| 5334 |
5334
Vivid Wealth Management
West Des Moines,
Iowa
| USD 252 M | +USD 24 M | +11% | 8.75% | 107% | 71 | 18.31% | 1.1 |
|
| 5335 |
5335
Kennedy Investment Group
West Depford,
New Jersey
| USD 252 M | +USD 16.1 M | +7% | 8.23% | 95.4% | 144 | 9.72% | 2 |
|
| 5336 |
DI
5336
Disciplined Investments
Tulsa,
Oklahoma
| USD 251 M | +USD 15.1 M | +6% | 5.15% | 51.4% | 132 | 7.58% | 3.8 |
|
| 5337 |
5337
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 251 M | -USD 1.36 M | -0.5% | 6.21% | 142% | 33 | 45.45% | 1 |
|
| 5338 |
5338
Sellwood Investment Partners
Portland,
Oregon
| USD 251 M | +USD 41.9 M | +20% | 5.35% | – | 107 | 54.21% | 0.3 |
|
| 5339 |
5339
Powers Advisory Group
Highland,
Illinois
| USD 251 M | +USD 23.7 M | +10% | 4.9% | 49.8% | 121 | 4.96% | 2.6 |
|
| 5340 |
5340
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 251 M | +USD 21.1 M | +9% | 7.01% | 74.2% | 77 | 9.09% | 1.1 |
|
| 5341 |
SLA
5341
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 251 M | +USD 16.3 M | +7% | 6.92% | 76.7% | 109 | 9.17% | 4.3 |
|
| 5342 |
5342
ECP ControlCo
Summit,
New Jersey
| USD 251 M | +USD 35.7 M | +17% | 12.8% | 42.5% | 4 | 0% | 2.9 |
|
| 5343 |
5343
Dover Advisors
Richmond,
Virginia
| USD 251 M | +USD 23.8 M | +10% | 7.29% | 65% | 175 | 12.57% | 1.6 |
|
| 5344 |
5344
Spreng Capital Management
Bucyrus,
Ohio
| USD 251 M | +USD 8.85 M | +4% | 7.21% | 72.5% | 79 | 7.59% | 4.2 |
|
| 5345 |
5345
Argentarii
Cincinnati,
Ohio
| USD 251 M | +USD 32.7 M | +15% | 11.6% | – | 174 | 15.52% | 0.6 |
|
| 5346 |
5346
Arrowroot Family Office
Marina Del Rey,
California
| USD 251 M | +USD 27.5 M | +12% | 5.9% | – | 149 | 12.75% | 1.8 |
|
| 5347 |
5347
Elevation Capital Advisory
Bend,
Oregon
| USD 250 M | +USD 899 k | +0.4% | 6.38% | – | 82 | 59.76% | 0.5 |
|
| 5348 |
OGF
5348
Orin Green Financial
San Diego,
California
| USD 250 M | +USD 13.9 M | +6% | 6.28% | 59.1% | 88 | 11.36% | 0.4 |
|
| 5349 |
5349
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 250 M | +USD 10.7 M | +4% | 4.13% | 33.4% | 21 | 9.52% | 4.6 |
|
| 5350 |
5350
Abound Financial
Granite Bay,
California
| USD 250 M | +USD 22.7 M | +10% | 7.43% | – | 72 | 9.72% | 0.7 |
|